NET vs. TEAM: Cloudflare vs. Atlassian Stock Comparison
How do Cloudflare (NET) and Atlassian (TEAM) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Cloudflare (NET) and Atlassian (TEAM) both fall under the Software & Services industry group, but NET is classified in IT Services while TEAM is classified in Software.
| Profile Item | NET | TEAM |
|---|---|---|
| Name | Cloudflare, Inc. Class A Common Stock | Atlassian Corporation Class A Common Stock |
| Country/Region | United States | Australia |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | IT Services | Software |
| GICS Sub-Industry | Internet Services & Infrastructure | Application Software |
| Market Capitalization | 96.32 billion USD | 38.90 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | September 13, 2019 | December 9, 2015 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | NET | TEAM |
|---|---|---|
| Total Return (1Y) | 27.13% | -2.49% |
| Total Return (3Y, Annualized) | 68.21% | -3.42% |
| Total Return (5Y, Annualized) | 7.66% | -19.11% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | NET | TEAM |
|---|---|---|
| Volatility (1Y, Annualized) | 67.16% | 80.29% |
| Beta (5Y) | 1.34 | 1.19 |
| Max Drawdown (5Y) | -82.58% | -87.16% |
| Avg. Volume (3M) | 3.45M | 3.45M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | NET | TEAM |
|---|---|---|
| Sharpe Ratio (1Y) | 0.34 | -0.08 |
| Sortino Ratio (1Y) | 0.48 | -0.14 |
Profitability
ROE (TTM)
Cloudflare (NET) reports a negative ROE of -17.00%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Atlassian (TEAM) reports 7.75%, ranking against industry peers normally.
NET
Software & Services industry group
-17.00%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- NET
- -17.00%
- Min
- -50.52%
TEAM
Software & Services industry group
7.75%
- Max
- 53.85%
- Q3
- 17.90%
- TEAM
- 7.75%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
Cloudflare (NET) reports a negative net margin of -8.75%, usually indicating a net loss over the period. Meanwhile Atlassian (TEAM) reports 1.28%, ranking against industry peers normally.
NET
Software & Services industry group
-8.75%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- NET
- -8.75%
- Min
- -33.17%
TEAM
Software & Services industry group
1.28%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- TEAM
- 1.28%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
Cloudflare (NET) reports a negative operating margin of -7.27%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Atlassian (TEAM) reports 10.65%, ranking against industry peers normally.
NET
Software & Services industry group
-7.27%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- NET
- -7.27%
- Min
- -30.45%
TEAM
Software & Services industry group
10.65%
- Max
- 46.89%
- Q3
- 17.64%
- TEAM
- 10.65%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | NET | TEAM |
|---|---|---|
| ROE (TTM) | -17.00% | 7.75% |
| ROA (TTM) | -2.00% | 6.11% |
| Net Margin (TTM) | -8.75% | 1.28% |
| Operating Margin (TTM) | -7.27% | 10.65% |
| Gross Margin (TTM) | 71.90% | 85.83% |
Growth
Revenue Growth
Both Cloudflare (NET) at 29.85% and Atlassian (TEAM) at 26.02% sit in the top peer quartile for revenue growth, so each is growing its top line faster than typical industry peers.
EPS Growth
Neither Cloudflare (NET) nor Atlassian (TEAM) reports a EPS growth value for this period, so a direct comparison isn't possible.
Growth Metrics
| Metric | NET | TEAM |
|---|---|---|
| Revenue Growth (YoY) | 29.85% | 26.02% |
| Revenue Growth (3Y CAGR) | 30.51% | 22.97% |
| EPS Growth (YoY) | -- | -- |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Cloudflare (NET) at 3.80 carries current ratio above its industry’s typical mid-range, while Atlassian (TEAM) at 0.72 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.
NET
Software & Services industry group
3.80
- Max
- 5.11
- NET
- 3.80
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
TEAM
Software & Services industry group
0.72
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- TEAM
- 0.72
- Min
- 0.03
Debt / Equity (MRQ)
Both balance sheets lean debt-heavy versus peers, but NET is more stretched: Atlassian (TEAM) at 1.35 sits in the higher-leverage quartile and Cloudflare (NET) at 3.21 is above its industry benchmark range.
NET
Software & Services industry group
3.21
- NET
- 3.21
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
TEAM
Software & Services industry group
1.35
- Max
- 2.52
- TEAM
- 1.35
- Q3
- 1.13
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | NET | TEAM |
|---|---|---|
| Current Ratio (MRQ) | 3.80 | 0.72 |
| Debt / Equity (MRQ) | 3.21 | 1.35 |
| Net Debt / EBITDA | -- | 0.15 |
Dividends
Dividend Yield (TTM)
Neither Cloudflare (NET) nor Atlassian (TEAM) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
NET
Software & Services industry group
0.00%
- NET
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
TEAM
Software & Services industry group
0.00%
- TEAM
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither Cloudflare (NET) nor Atlassian (TEAM) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
NET
Software & Services industry group
0.00%
- NET
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
TEAM
Software & Services industry group
0.00%
- TEAM
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | NET | TEAM |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Atlassian (TEAM) trades at 465.70 times trailing earnings, ranked against its peers, while Cloudflare (NET) has no P/E ratio this period.
NET
Software & Services industry group
--
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
- NET
- --
TEAM
Software & Services industry group
465.70
- TEAM
- 465.70
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
P/S Ratio (TTM)
Atlassian (TEAM) at 5.63 prices around its industry’s typical P/S ratio, while Cloudflare (NET) at 35.24 clears its benchmark range — NET looks notably rich on sales.
NET
Software & Services industry group
35.24
- NET
- 35.24
- Max
- 17.91
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
TEAM
Software & Services industry group
5.63
- Max
- 17.91
- Q3
- 8.78
- TEAM
- 5.63
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Measured against book value, both Cloudflare (NET) at 65.73 and Atlassian (TEAM) at 42.54 look expensive — each P/B ratio sits above its industry’s benchmark range.
NET
Software & Services industry group
65.73
- NET
- 65.73
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
TEAM
Software & Services industry group
42.54
- TEAM
- 42.54
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | NET | TEAM |
|---|---|---|
| P/E Ratio (TTM) | -- | 465.70 |
| P/S Ratio (TTM) | 35.24 | 5.63 |
| P/B Ratio (MRQ) | 65.73 | 42.54 |
| Free Cash Flow Yield (TTM) | 0.83% | 5.17% |